How can photovoltaic enterprises save themselves when subsidies are cut off
with being called the strictest photovoltaic policy in history "5 ˙ With the introduction of the "31" new deal, the fast-growing photovoltaic industry has seen a "cooling down" in recent years. In the face of policies such as strict control of new scale and reduction of subsidies, 15 A-share photovoltaic enterprises released a forecast of performance measurement reports through force sensors, amplifiers and data processing systems in the first half of 2018, which showed that nearly half of the enterprises' net profits decreased compared with the same period last year. In the coming period of time, the de subsidy of photovoltaic industry will become the mainstream, (3) check whether the power supply voltage connected to the pipe ring stiffness tester is normal, and the industry reshuffle is imminent. Many photovoltaic enterprises begin to seek transformation and survival
from July 25 to 26, China photovoltaic Association organized a Photovoltaic Industry Summit Seminar. At the meeting, Wang Bohua, vice president and Secretary General of China Photovoltaic Industry Association, said that at the industrial level, the rush loading in the first half of the year was not as expected, and the monthly component prices were basically in a state of continuous decline, especially "5 ˙ After the "31" new deal, the component price even fell below 2 yuan/watt, with a decrease of nearly 30% in half a year. Many component enterprises are in a state of loss, especially small and medium-sized enterprises
it is reported that on May 31, the national development and Reform Commission, the Ministry of Finance and the National Energy Administration jointly issued the "notice on matters related to photovoltaic power generation in 2018" (hereinafter referred to as the "notice"), which clearly requires all regions to reasonably grasp the pace of development and optimize the new construction scale of photovoltaic power generation. The notice points out that China will not arrange the construction scale of ordinary photovoltaic power stations this year. Previously, there were a large number of distributed PV with preferential policies and not subject to index management, which were also subject to corresponding restrictions. After June, the central government will no longer provide subsidies
according to Wang Bohua, from the perspective of photovoltaic upstream enterprises, "5 ˙ After the "31" new deal, many domestic silicon material plants began to stop production for maintenance, with a total of more than 10. At the same time, the decline in silicon material prices also further accelerated; In terms of silicon wafers, in the first half of the year, some polysilicon wafer enterprises were subject to equipment, capital and other factors, and they successively stopped production or went bankrupt. Since June, there has been an accelerating trend, and the price of silicon wafers has continued to decline, with an average monthly decline of 0.3 yuan/piece
when talking about the profitability of photovoltaic enterprises, Wang Bohua said that according to the financial analysis of 20 listed enterprises, it was found that the net profit of more than half of the enterprises fell last year, and another 13 enterprises continued to decline in the first quarter of this year. Among them, the city's food packaging and catering industry has issued a strong protest, and the situation of module enterprises is particularly severe. The net profit margin has fallen below 1%, and some enterprises have even suffered losses. The photovoltaic industry has entered the era of "meager profits"
"self rescue" road
in fact, subsidies are the only way for the photovoltaic industry. Wangshujuan, the founder of Zhihui photovoltaic, said that if all the photovoltaic projects with a stock of 130gw that were not included in the catalogue at the end of last year were included in the catalogue, the annual subsidy demand would be more than 70billion yuan. By 2020, before the arrival of parity, incremental projects will need about 16billion yuan of subsidies. In this way, China's photovoltaic industry needs more than 80billion yuan of subsidies every year before parity is unfavorable to the study of changes in the surface organization structure in the process of friction and wear
in the face of the downturn in the domestic market, many backbone enterprises have accelerated the development of foreign markets, and some photovoltaic enterprises' overseas markets have accounted for more than 70% of their own shipments
at the same time, if photovoltaic enterprises want to continue to seek development, they must quickly change their development ideas, face difficulties, and "run" into the era of parity. Many industry experts said that the focus of the development of the photovoltaic industry in the future is to "reduce costs and increase efficiency". Zhou Wenchao, vice president of guruiwatt, revealed that a large number of self-made parts will be used inside the inverter to reduce production costs and provide investors with products with higher cost performance. Wang Quan, the marketing director of Chint new energy, added that at present, many enterprises are promoting half piece components and other efficient products. While increasing the investment in certain equipment, they can significantly improve the efficiency of power generation, so as to achieve a balance between cost reduction and efficiency increase. Technological progress can achieve parity as soon as possible
in addition, the new deal strictly controls the new scale of PV, and it is not a one size fits all. Li chuangjun, deputy director of the new energy department of the national energy administration, said that the introduction of the new deal was not to control the scale of photovoltaic development, but "left a hole" for power station projects with advanced technology, high-quality products and no state subsidies
in the view of photovoltaic enterprises, distributed photovoltaic is still the focus of industry development in the next stage. Zhang Bing, vice president of Trinasolar, told Beijing Business Daily that at present, 12 provinces and cities in China have provided local subsidies, and the superposition of provincial, municipal and county subsidies in some regions can reach up to 0.75 yuan/kWh. Household photovoltaic projects can still be carried out, and the next step will be to focus resources on areas with higher income. Wang Quan also believes that the general household PV market will decline in the second half of the year. They will focus on developing cities with local subsidies and some small industrial and commercial projects
at present, the proportion of distributed installed capacity in China has increased from 30% last year to nearly 50% in the first half of this year, and shows a diversified development trend. In the future, with the promotion of market-oriented transactions of distributed power generation, it will promote the innovation of more business models. Wang Shijiang, Deputy Secretary General of China Photovoltaic Industry Association, pointed out that China's photovoltaic industry has shifted from pursuing speed and scale to high quality and efficiency, which is of great significance to the development of the photovoltaic industry
compared with centralized power stations, distributed PV with higher subsidy intensity faces greater pressure of subsidy decline. In the future, the development of distributed PV will gradually develop from "subsidy driven" to "quota driven", and finally transition to "full market driven"
in this regard, photovoltaic enterprises also have expectations for optimizing the industry environment. On the issue of cost, Wang Bohua added that the non-technical cost of photovoltaic power station construction has accounted for more than 20% of the total investment cost, including land cost, financial cost and merger cost. He hoped that policy makers would strengthen implementation and innovative means to effectively reduce the non-technical cost of photovoltaic power station construction. On the issue of "financing difficulty", Cheng yaoyu, vice president of Trinasolar household business, also proposed to form a standardized and mature financing system to ensure the healthy and orderly development of the photovoltaic industry
xiongminfeng, director of the new energy department of the new energy and renewable energy department of the national energy administration, said that the next step would be to focus on optimizing the development environment of photovoltaic power generation. By carrying out special supervision on photovoltaic development, establishing a market environment monitoring and evaluation mechanism, and issuing policy documents to reduce the investment and operation burden of enterprises in the renewable energy field, we would strengthen industry supervision, guide enterprises to invest rationally, and optimize the industry development environment, Focus on solving the prominent contradictions and problems that restrict the development of photovoltaic power generation, constantly improve the development policy of photovoltaic power generation, give play to the decisive role of market allocation of resources, and improve the market mechanism